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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,161 | $61,816-18.9% | $97,260-48.4% | $80,935-38.0% |
| Participation rate | 26.5% | 63.5%-36.9pp | 72.7%-46.1pp | 67.7%-41.1pp |
| Annual return | 13.34% | -558.73%+572.1pp | 75.54%-62.2pp | 35.66%-22.3pp |
| Employer contribution / active EE | $829 | $1,836-54.8% | $2,721-69.5% | $2,757-69.9% |
| Participant deferral / active EE | $960 | $3,027-68.3% | $4,262-77.5% | $4,299-77.7% |
| Admin fee / account holder | $2,937 | $5,166-43.1% | $5,640-47.9% | $6,924-57.6% |